This week’s best investing news:
Expansión Interview – Terry Smith: “There could be a stock market bubble more extreme than the one in 2000” (Fundsmith)
Bridgewater Associates Founder Ray Dalio interview at the Oxford Union (OU)
Investing for Growth (Verdad)
30 Years at Pzena: Lessons from the Past, Vision for the Future (Pzena)
The Untold Story of Charlie Munger’s Final Years (WSJ)
Reflections From The Past Decade + of Berkshire Hathaway Meetings (Gabelli)
Trillion Dollar Market Caps: Fairy Tale Pricing or Business Marvels? (AD)
Good years in the stock market tend to be great years (TKer)
The increasing economic fragility of middle-class families (Havenstein)
The UK stock market concentration problem (Klement)
If There Was a Bubble, What Would You Do About It? (BI)
Which bond fund? (HD)
MiB: A.
Ariel Investments Q3 2025 Portfolio Manager Conference Call (Ariel)
Miller Value Partners: Why Market Concentration Sets Up Opportunity in Value and Small Caps (Miller)
Polen Capital Webinar: A conversation with Drew Cupps, head of Polen’s Small Company Growth team (Polen)
This week’s best value investing news:
Tracking the Great Value Shift in the Global Equity Landscape (AB)
How AI Tools Could Reshape Value Investing (FN)
Robert Robotti – From Pink Sheets to Portfolio Management: Bob Robotti’s Value Investing Journey (VIWL)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
#2422 – Jensen Huang – CEO Nvidia (Rogan)
The One Lesson | 50+ Great Investors Share the One Thing They Would Teach You (ER)
David George – Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth (ILTB)
Surrounding Yourself with Greatness (Vitaliy)
Mark Higgins: Financial History Is More Relevant Than People Think (LongView)
Mary Kay Ash: The Greatest Saleswoman In History [Outliers] (Shane Parrish)
Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host (Bogleheads)
Greg Fisher, CFA: Complexity Science, Uncertainty & the Future of Asset Management (EI)
Best of the Best: AI Hype, China Risk & Australia’s Best Stocks – Julia Weng (EM)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Is It Too Late to Buy Gold? (AA)
Reducing the Cost of Alpha: A CIO’s Framework for Human+AI Integration (CFA)
A Deep Dive into Staking Yields as a Source of Return (AllAboutAlpha)
This week’s best investing tweet:
Unless this is a weird side-effect of the ICE-efforts, i’d argue that we can now safely say that the economy is in the early innings of re-acceleration rapidly into 2026 pic.twitter.com/lwLsDAmhCw
— Andreas Steno Larsen (@AndreasSteno) December 4, 2025
This week’s best investing graphic:
The Global Semiconductor Industry in One Giant Chart (Visual Capitalist)
For all the latest news and podcasts, join our free newsletter here.
Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:
